VANGUARD INDEX FDS

Ticker: VUG CUSIP: 922908736 Class: GROWTH ETF

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 76,108 Value ($000) $37,130 Avg Close — Range —
Q3 2025
Shares 80,420 Value ($000) $38,570 Avg Close — Range —
Q2 2025
Shares 68,827 Value ($000) $30,174 Avg Close — Range —
Q1 2025
Shares 74,873 Value ($000) $27,764 Avg Close — Range —
Q4 2024
Shares 29,626 Value ($000) $12,160 Avg Close — Range —
Q3 2024
Shares 13,318 Value ($000) $5,113 Avg Close — Range —
Q2 2024
Shares 12,829 Value ($000) $4,798 Avg Close — Range —
Q1 2024
Shares 12,871 Value ($000) $4,430 Avg Close — Range —
Q4 2023
Shares 9,386 Value ($000) $2,918 Avg Close — Range —
Q3 2023
Shares 7,097 Value ($000) $1,933 Avg Close — Range —
Q2 2023
Shares 5,649 Value ($000) $1,598 Avg Close — Range —
Q1 2023
Shares 5,407 Value ($000) $1,349 Avg Close — Range —